Publié il y a 75 mois
Regional VP Wealth Sales
@ Bay Street Staffing
Manitoba
En bref
Bay Street Staffing is hiring a Regional VP Wealth Sales for a wealth investment firm. The role focuses on meeting high-net-worth prospects who have already expressed interest, scheduling face-to-face appointments, and gathering new assets for the firm. Base salary is $100,000 with average total compensation of $300,000 to $350,000, plus comprehensive benefits, travel costs and a home office set-up.
Responsabilités :
- Call high-net-worth leads supplied by the firm
- Schedule face-to-face appointments with prospective clients
- Meet prospects to gather new assets for the firm
- Work with the portfolio management team on client transitions
Résumé des exigences :
- MBA or CFA Level 1, or completed CIM (or finish within 3 months)
- Licensed to sell and manage stock and bond portfolios
- Experience in investment sales is an asset
Outils et compétences
Source et dates
Type de source non vérifié · zoho
- Date publiée par l’employeur
- 2020-09-09
- Première détection par notre source
- 2026-10-15
- Mise à jour du dossier source
- 2026-10-15
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Senior |
| Domaine | Ventes |
| Heures par semaine | 40 (estimé) |
| Déplacements | avion : modérés · route : modérés |
| Milieu de travail | Chez les clients, Domicile, Bureau |
| Position | Assis et debout |
| Exigences physiques | physique faible · ordinateur modéré |
| Permis et certifications | CIM, CFA Level 1 |
| Formation | Maîtrise (préféré) |
| Domaines d’études | Business administration, Finance |
| Avantages mentionnés | Allocation de télétravail |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Bay Street Staffing
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Bay Street Staffing is Canada's leading boutique recruitment agency.
Description complète de l’entreprise
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after matches between candidates and employers. Today’s challenging business climate demands that companies hire the best talent to maintain a competitive edge. Bay Street Staffing’s consultants offer specialized insight into local markets, employment trends, global networks and the impact on the Canadian workforce.
- Abonnés LinkedIn
- 131 054
- Personnes associées sur LinkedIn
- 38
- Bureaux déclarés
- 301 King St. West 2nd Floor, Toronto, ON M5V1J5, CA
- Autres noms enregistrés
- Bay Street Staffing
- Spécialités
- Recruitment
- Human resources
- Talent Acquisition
- Sales
- Capital Markets
- Agile
- Fintech
- Scrum
- Team Management
- Agile Methodologies
- Marketing
- Social Media Marketing
- CIM
- Finance
- Securities
- Investments
- Business Development
- and Employee Engagement
- Le profil indique une agence de recrutement
- Oui
Bay Street Staffing is a Leader in the boutique staffing sector—offering fast, agile, exceptional customer service. We have partnered with some of Canada’s largest organizations to help them deliver the talent they are looking for. Building solid relationships built on trust and integrity is our signature at Bay Street Staffing. Bay Street offers expert, specialized recruiting practices that result in sought-after…
| Champ | Valeur |
|---|---|
| Secteur | Staffing and Recruiting |
| Taille | 11-50 employees |
| Siège social | Toronto, ON |
| Type d’organisation | Privately Held |
| Fondée en | 2010 |
| Spécialités | RecruitmentHuman resourcesTalent AcquisitionSalesCapital MarketsAgileFintechScrumTeam ManagementAgile Methodologies |
| Offres sur Jobsy | 40 |
| Voir la page |
This is a sales role with an Investment firm and the primary responsibilities are calling high-net-worth leads that the firm provides, scheduling face-to-face appointments and meeting with prospective clients for the purpose of gathering new assets (clients for the firm). The firm actively markets their services via direct mail, internet and other mediums. The firm receives thousands of pre-qualified responses from interested investors who are willing to invest a minimum of 500k. There is no cold calling for this role and the leads that are provided, have already expressed interest in having the firm manage their investments. The firm provides all lead flow, comprehensive sales support, home office set up and travel costs. A dedicated portfolio management and service team are the ones responsible for the transition and retention of client relationships.
The firm provides all lead flow, comprehensive sales support, home office set-up and travel costs. A dedicated portfolio management and service team are primarily responsible for the transition and retention of client relationships.
How do the leads the firm provides work? Client actively markets their services via direct mail, internet, and other mediums. The firm receives thousands of pre-qualified responses that are distributed to the Outside Sales force.
How much new business is from the leads provided by Client versus from cold calling? Outside Sales People do not cold-call. All leads are provided internally in response to firm marketing and client referrals.
Compensation:
$100,000 base salary with average compensation 300-350k and top producers at 500k+. Comprehensive Benefits program.
Requirements:
MBA or CFA level 1 completed or CIM (or willing to complete the CIM within 3 months) & licensed to sell/manage portfolios containing stocks/bonds (not just mutual funds)
Journal
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